1919 Socially Responsive Fund Year To Date Return
| LMRNX Fund | USD 32.07 0.15 0.47% |
1919 Socially Responsive fundamentals help investors to digest information that contributes to 1919 Socially's financial success or failures. It also enables traders to predict the movement of 1919 Mutual Fund. The fundamental analysis module provides a way to measure 1919 Socially's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to 1919 Socially mutual fund.
1919 |
1919 Socially Responsive Mutual Fund Year To Date Return Analysis
1919 Socially's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current 1919 Socially Year To Date Return | 17.25 % |
Most of 1919 Socially's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, 1919 Socially Responsive is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, 1919 Socially Responsive has a Year To Date Return of 17.2511%. This is much higher than that of the 1919 Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
1919 Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses 1919 Socially's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of 1919 Socially could also be used in its relative valuation, which is a method of valuing 1919 Socially by comparing valuation metrics of similar companies.1919 Socially is rated below average in year to date return among similar funds.
Fund Asset Allocation for 1919 Socially
The fund invests 67.37% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (26.26%) , cash (6.06%) and various exotic instruments.Asset allocation divides 1919 Socially's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
1919 Fundamentals
| Price To Earning | 19.58 X | ||||
| Price To Book | 3.05 X | ||||
| Price To Sales | 1.98 X | ||||
| Total Asset | 378.4 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 17.25 % | ||||
| One Year Return | 23.54 % | ||||
| Three Year Return | 4.21 % | ||||
| Five Year Return | 10.53 % | ||||
| Ten Year Return | 9.25 % | ||||
| Net Asset | 716.17 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 6.06 % | ||||
| Equity Positions Weight | 67.37 % | ||||
| Bond Positions Weight | 26.26 % |
About 1919 Socially Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze 1919 Socially Responsive's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of 1919 Socially using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of 1919 Socially Responsive based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in 1919 Mutual Fund
1919 Socially financial ratios help investors to determine whether 1919 Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in 1919 with respect to the benefits of owning 1919 Socially security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |